08 Apr $41 trillion to be inherited in the U.S. over the next 50 years!
More than $41 trillion will be transferred to heirs over the next 50 years, the largest transfer of wealth in U.S. history, according to the Center on Wealth and Philanthropy at Boston College. Much of that wealth will be passed on to people who are already affluent and presumably schooled in how to manage an inheritance. But for those who are accustomed to living paycheck to paycheck, even a modest windfall can present daunting challenges — and significant risks.
Even if you don’t receive an inheritance, how will this affect you, and/or your business? Think of the opportunities to capitalize on this in your own life, and future business ventures. Also, think of the aging population here in Florida.
We are here to help if you do inherit wealth, and also if you are starting a business. Let us be your resource for information and guidance!
Call our team for a complimentary appointment today!
Todd Unbehagen, MAFM, EA, ATA, ATP
President, Unbehagen Advisors